How to create a custom item in asset management ?

Stephane_BouillonStephane_Bouillon Customer Adept IT Monkey ✭✭
Hi, I want to manage a list of customers with forms similar to the ones used in asset management. These customers are linked to a location already defined in asset management. There can be 0 to n customers per location. I just need a simple CRUD form to create/update a Customer and link it to a location. Can anybody give me a hint as to where to start ?

Answers

  • Justin_WorkmanJustin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭
    It sounds like you want to define a custom class for your Customer.  This can be accomplished with the SCSM Authoring Tool.  Once you've built the class and imported the MP, the console will provide you with a basic form for CI editing.  You can also view/edit your class in the portal, but you'll have to build a custom form.
  • Stephane_BouillonStephane_Bouillon Customer Adept IT Monkey ✭✭
    Thanks Justin, using the Authoring tool, I created an MP for my company called CompanyName.CustomAssets containing a class called Institution (base class is configuration item) for which I have created a few string properties. I saved all files and imported the (unsealed) management pack. The item does not show up in the SCSM console under Asset Management Administration. I expected to see a "Create Institution" command in the tasks pane. How can I create an Institution instance using the SCSM console ?
  • Justin_WorkmanJustin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭
    Well...I realized after I instructed you to create a class, that there won't be a task for creating an instance :| .  You can use an Asset Import connector to create the Institutions from a CSV?
  • Stephane_BouillonStephane_Bouillon Customer Adept IT Monkey ✭✭
    Yes, I could do that to do an initial upload, but what I'm really needing is a web form that I can hand over to a business user to manage the data of the Institutions.
  • Justin_WorkmanJustin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭
    That can be done.  Did you also build a Type Projection for your custom class?
  • Stephane_BouillonStephane_Bouillon Customer Adept IT Monkey ✭✭
    Euhh, what is a type projection ?
  • Justin_WorkmanJustin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭
    This might help:
    https://marcelzehner.ch/2011/07/30/sample-mp-relation-between-classes-type-projections-views-and-forms/

    Having a Type Projection will let you use it in views in the console and also allow you to use the portal API to save and edit instances of your custom class.
  • Stephane_BouillonStephane_Bouillon Customer Adept IT Monkey ✭✭
    Hi, I also found this that does what need: https://www.youtube.com/watch?v=QRWRKL6zA5k

  • Stephane_BouillonStephane_Bouillon Customer Adept IT Monkey ✭✭
    I created a custom configuration Item class now for an "Institution" (a B2B Customer). An institution is served by one of our locations (retail point of sale) and a key account manager. All I want to do now is create the custom form to be used in the portal, where I can create and update an institution and link it to the key account manager user and the location that will serve the customer.  Does anybody have pointers for that ?
  • Peter_MiklianPeter_Miklian Customer Adept IT Monkey ✭✭

    Stephane_Bouillon and @Justin_Workman, any news about this?

    We have custom object 'Server' with some specific attributes/relations in separate management pack, too. We created Form using the Authoring tool so analysts can create/edit Server, they can see list of them (View promoted to portal) but are not able to create/edit those records. Any ideas? Thank you.

  • Stephane_BouillonStephane_Bouillon Customer Adept IT Monkey ✭✭
    Version 9 of the portal supports this scenario. I haven't yet implemented it though. See https://support.cireson.com/KnowledgeBase/View/2433#/

    Stephane
  • Justin_WorkmanJustin_Workman Cireson Support Super IT Monkey ✭✭✭✭✭
    @Peter_Miklian - @Stephane_Bouillon is correct.  Version 9.x supports the ability to view and edit custom CI classes.  We'll be discussing these concepts in a Free Training Friday next week if you can attend:
    https://community.cireson.com/discussion/4913/check-out-our-free-training-friday-webinar#latest

  • Peter_MiklianPeter_Miklian Customer Adept IT Monkey ✭✭

     @Stephane_Bouillon and @Justin_Workman - that is great! My colleague @Gabriel_Lences just sent me video which I tried to reproduce in our lab environment:

    I was able to show list of our 'Servers' and Edit chosen item. Field labels seem quiet bad but I think that layout of this form can be edited (https://support.cireson.com/KnowledgeBase/View/51#/) and 'Create new Server' task added (https://support.cireson.com/KnowledgeBase/View/52#/), too, but it requires more skills than I currently have :/ Maybe we'll try to work with it somehow and could achieve user friendly design :) Thank you both once again!

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